WESPAC Advisors SoCal’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

WESPAC Advisors SoCal’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3M	Buy	50,425 +1,061	+2%	+$287K	2.55%	10
2026 Q1	$12.5M	Sell	49,364 -554	-1%	-$152K	2.67%	9
2025 Q4	$12M	Sell	49,918 -281	-0.6%	-$66.8K	2.43%	13
2025 Q3	$11.8M	Sell	50,199 -404	-0.8%	-$88.2K	2.39%	12
2025 Q2	$10.7M	Buy	50,603 +15,128	+43%	+$2.74M	2.38%	15
2025 Q1	$5.7M	Buy	35,475 +2,891	+9%	+$486K	1.48%	28
2024 Q4	$5.4M	Buy	32,584 +19,797	+155%	+$3.27M	1.22%	28
2024 Q3	$2.01M	Buy	12,787 +2,092	+20%	+$312K	0.47%	50
2024 Q2	$1.5M	Buy	+10,695	New	+$1.49M	0.38%	50
2019 Q2	–	Sell	-134	Closed	-$12K	–	321
2019 Q1	$12K	Buy	+134	New	+$12K	0.01%	220
2018 Q4	–	Hold	0	–	–	–	243
2018 Q3	–	Hold	0	–	–	–	222
2018 Q2	–	Sell	-134	Closed	-$11K	–	256
2018 Q1	$11K	Hold	134	–	–	0.01%	190
2017 Q4	$11K	Hold	134	–	–	0.01%	186
2017 Q3	$10K	Buy	+134	New	+$10K	0.01%	203

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

WESPAC Advisors SoCal's XAR Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.1% in Q2 2026, buying an estimated $287K and bringing the position to 50,425 shares worth $14.3M. The position accounts for 2.55% of the portfolio, ranked #10.

WESPAC Advisors SoCal first reported a position in XAR in Q3 2017 and has held it in 13 quarters since. 615 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

WESPAC Advisors SoCal held 50,425 shares of State Street SPDR S&P Aerospace & Defense ETF worth $14.3M as of Q2 2026.
WESPAC Advisors SoCal bought 1,061 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $287K.
State Street SPDR S&P Aerospace & Defense ETF made up 2.55% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #10 holding.
WESPAC Advisors SoCal first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2017 and has held it in 13 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.